Don’t just take our word for it.
Over 2,000 positive reviews from 100,000+ customers who run their business on Shape. Here’s what they say about the platform—and the team behind it.
Over 2,000 positive reviews
Amazing CRM of all
All of us in the company love this CRM. Very helpful and user-friendly. What really sets Shape apart from other productivity tools is its analytics and reporting capabilities. With Shape, you can easily track your progress, identify areas for improvement, and get insights into how you and your team are performing. This makes it a great choice for anyone who wants to optimize their workflow and achieve better results.
CapterraVery Impressed and Useful
Shape Software has truly impressed me in every aspect. Its robust reporting capabilities, advanced automation features, and exceptional customer support have made it an invaluable asset for my team. Thank you for providing such an outstanding product!
Verified CustomerGood CRM for our contact management.
Our overall experience with shape has been fantastic and our entire team uses it. The features that are most impactful, are the phone features and the texting.
Verified CustomerThis is the best CRM a mortgage company can use! And competitively priced too!
Great customer service! They were very quick to help when I had questions or needed any assistance. I was able to work with the team at Shape to custom tailor it to fit my company's needs exactly!
Great Experience So Far
Every interaction I've had with the Shape team has been positive. They're responsive, and genuinely want to help. It's been a refreshing experience.
GoogleSimple, powerful, and effective
Shape has been really easy to use from day one. Everything is laid out in a way that just makes sense.
GoogleEasiest CRM
Easiest CRM to navigate. 5 stars
GoogleGreat and Speedy Support
I am blown away by the level of customer support I got from Shape. They are super friendly and helpful. Thank you!
G210 out of 10 Prospecting and Contact Management Software
Prospecting, organization, project management, and reporting is fantastic with Shape. I've worked on teams where I managed many people under me before, and I still work with an amazing team of people but after properly configuring Shape I'm able to get as much done with just me + Shape's automation as I've been able to do with many assistants before. Prospecting: We can import massive lists of prospects and we run e-mail text and phone campaigns with all prospects automatically. We can easily take notes after each contact or contact attempt (I don't even type I just use their voicenote feature) and best of all there are automated e-mails and texts that go out after each contact attempt. For example after a call if a prospect doesn't answer an automatic e-mail and text is sent out from my system. There's also a voicemail drop feature which saves us hours, anytime I call and someone doesn't answer I just push a button and a voicemail is left for them. Organization: My calendar is synced, their mobile app notifies me of everything, and the task management and project management features allow me and everyone to work out of one centralized place. Reporting: It looks like there are 100+ pre-built reports but I honestly have no idea how many there are (we just use the call reports and email reports, we don't really use the others yet). My favorite thing, which probably isn't a big deal, is their call recording feature. Instead of pipeline reports where we used to have to describe what someone sounded like on the phone I can simply just play a recording to hear the candidate speak. I'm talking to them to see if I can build out some customized features and I'm pretty hopeful I can use their client portal and if that's the case then GEM and other softwares like greenhouse, lever, or Asana may not even be needed in the future and we can just use Shape for those similar features if needed again.
G2Shape Is the easiest and most fluid CRM I've ever used.
The ease of use of the user interface, which I work out of every day, is effortless in how it's presented; however, it includes loads of functionality that I have complete control over to customize and add automation. One of the prominent features of this CRM is its marketing feature. It allows me to automatically reach out to my clients with pre-built templates that I can customize to my liking. This feature strengthens my relationship with my clients, and I barely even have to lift a finger to utilize this option to the fullest. The only thing i dislike about this software is that setting up the phone system can be a bit complicated as i was utilizing several different area codes to reach multiple clients. However, they have a fantastic support system, and all I had to do was reach out to them, and they got me squared away in no time! If you're looking for an easy-to-use CRM with an excellent support team, then this is your product. I am consolidating several different software systems that I used to use all under one roof. I have all my client's info, where I can call, text, or email them and start their mortgage application all within the same software. This has benefited me immensely as I don't have to go in and out of different Programs all day just to get something done, which saves me an incredible amount of time every day, allowing me to get on the phone with new clients more quickly.
G2Page 7 of 28
What people mention most
Across 2,000+ reviews, customers consistently highlight Shape’s responsive support, smooth onboarding, and the flexibility to fit their business—plus the results they see once they’re up and running. Summarized from customer reviews
“Responsive, knowledgeable, and genuinely invested in your success.”
“Guided setup and migration had us live in days, not weeks.”
“Tailored to our exact workflow—without a developer.”
“More organized, faster follow-up, and more deals closed.”
Rated 5 stars by thousands of teams.
Every review reflects a real customer’s experience—from first lead to closed deal. Want the same result?
Share your experience
Tell others how Shape has worked for you. Five-star reviews publish right away; anything lower is reviewed by our team before it appears.
Please choose a star rating.
Please enter your first name.
Please enter your last name.
Please enter your company.
Please add a short title.
Please write your review.
By submitting, you confirm this is your genuine experience with Shape.
Thank you — your review is live!
Your 5-star review has been published and now appears on this page. We really appreciate you sharing your experience.
Thanks — your review is pending.
Your review has been submitted and will appear once our team has approved it, usually within one business day.